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Client Refund Invoice

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7 comments

  • Official comment
    Marlina

    Hi Stephanie,

    I hope your week has been lovely so far. If the client actually owes less for a session, you'll first want to make sure the fee is adjusted by following these steps: Changing session fees

    Then, you can generate a statement by clicking + Create New > statement. This will show the remaining credit as a CR. 

    Alternatively, when you change the session fee, a fee adjustment invoice will automatically be created noting the difference. At the bottom of the invoice, there is a Notes section where you'll be able to indicate what happened. 

     

    Please let us know if you need anything else.

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  • Stephanie Langston

    How do you update the client file to reflect that you paid them back, so that they don't have the credit on their account anymore?

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  • Christi N. Nash

    Hello, I had the same issue and I just figured it out (oh yeah!).  So to manually clear out your balance, go to the payment section where you would normally enter a payment. This time, enter the amount in the negative.  So if you owe the client $15.00 you would enter -$15.00 and select the tender you used to refund them (cash, Stripe or check).  It will even allow you to enter in the check number so you can keep record.  There's a post with visual instructions to your question a couple of articles right below your post, but I forget the title of the inquiry.  Hope this helps!

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  • Christi N. Nash

    The title of the post is "Refunding A Client Outside of Simple Practice."  A representative included a link to see the visual instructions.

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  • Cindy Matcha

    Thanks for the posts Christi.  So helpful  !

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  • A. Whitney Shea (CT, FL)

    Great info- thanks! But does it actually refund the client or is that just for "bookkeeping" details?

     

    Warmly,

    Whitney

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  • A. Whitney Shea (CT, FL)

    Great info- thanks! But does it actually refund the client or is that just for "bookkeeping" details?

     

    Warmly,

    Whitney

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